MSFT's power and potential is in everything enterprise and Nadella understands this (or rather passionate about this) universe from top to bottom better than any other candidate.
I know he reads voraciously, so it's possible he's reading HN. He totally listens to forward-thinking devs. ScottGu works for him, so he's been leading us as we've been doing all this open source work on Azure and ASP.NET.
Note: He's my boss, 4 bosses up.